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How to fill in W8-BEN form for a private person who is not a US citizen
How to fill in W8-BEN form for a private person who is not a US citizen

IRS, W8-BEN, W8-BENE, W9, Taxes, United States

Diana avatar
Written by Diana
Updated over a week ago

For some types of payments, our accountant team and bank require W-8/W-9 forms from our clients.

What is a W-8BEN?

This is the standard form from the US government to establish a claim of tax treaty benefits under the Internal Revenue Code.

This information is confidential, we do NOT share it with any third-party company or organization.

Although filling out Form W-8BEN may be a tedious task, it is necessary to proceed with payment to you.

How Do I Fill Out Form W-8BEN?

Part I – Identification of Beneficial Owner:

Line 4: Enter your mailing address, if different

If your mailing address isn’t the same as your permanent resident address, enter it here.

Line 5: Enter your U.S. taxpayer identification number.

This should be either a Social Security Number (SSN) or an individual taxpayer identification number (ITIN) if it is required. If you don’t have either, you can skip to line 6.

Line 7: If your country of residence for tax purposes has issued you a tax identifying number, enter it here. For example, if you are a resident of Canada, enter your Social Insurance Number.

Part II – Claim of Tax Treaty Benefits:

Line 10: Foreign individuals who are students and researchers should enter specific withholding rates.

The rate of withholding may be a special rate negotiated for the treaty country. Other persons may need to complete this line if they claim benefits that require them to meet conditions not addressed on W-8BEN. Fill in the requested details.

If you still have questions, please find the official instructions here.

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